Belfer Management as of March 31, 2023
Portfolio Holdings for Belfer Management
Belfer Management holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang (CPNG) | 22.8 | $878k | 55k | 16.00 | |
| Avantor (AVTR) | 13.6 | $527k | 25k | 21.14 | |
| Lockheed Martin Corporation (LMT) | 10.1 | $391k | 827.00 | 472.46 | |
| Laboratory Corp. of America Holdings (LH) | 7.8 | $300k | 1.3k | 229.35 | |
| Sherwin-Williams Company (SHW) | 7.4 | $285k | 1.3k | 224.84 | |
| Spdr Gold Trust Etf Etf (GLD) | 7.1 | $272k | 1.5k | 183.17 | |
| Energy Transfer Operating Com Units Lp (ET) | 6.8 | $261k | 21k | 12.47 | |
| MPLX Com Units Lp (MPLX) | 6.6 | $255k | 7.4k | 34.45 | |
| Western Midstream Partners Com Units Lp (WES) | 6.5 | $252k | 9.5k | 26.37 | |
| salesforce (CRM) | 5.7 | $219k | 1.1k | 199.84 | |
| Old Republic International Corporation (ORI) | 5.3 | $206k | 8.2k | 24.97 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 0.4 | $14k | 16k | 0.85 |
